Webinar

C&I Lending Mandatory 2 Part Series 1/11/16 & 1/25/16
C&I lending has been a bright spot for banks in recent years and continues to drive loan growth.

This webinar provides an overview of C&I loan products, the underwriting process, financial statement analysis, documentation and marketing prospects.

This webinar begins with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities and equipment financing (loans/leases) and their typical structure.

The session will also cover underwriting C&I loans including accounts receivable assessment and the use of a “Borrowing Base Certificate,” the valuation and quality of inventory and equipment issues in lending. This portion of the webinar will also cover the proper evaluation of the borrower’s financial statements.

Additionally, the webinar will cover documentation of C&I loans, collateral concerns, challenges with pricing and managing the C&I loan portfolio. The webinar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.

Highlights

  • Review C&I lending
  • Discuss C&I loan products and their typical structure
  • Explore underwriting C&I loans including accounts receivable, inventory and equipment financing
  • Evaluate the borrower’s financial statements
  • Review the documentation, collateral, pricing and managing of C&I loans
  • Develop the marketing of C&I loans in today’s market

Audience

Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers and business development officers.

Speaker

David L. Osburn , CPA, CCRA, NACM, is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers and business owners on topics such as banking/finance/credit, negotiation skills, marketing and management issues. Mr. Osburn’s clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers and contractors. His extensive professional background includes 16 years as a Business Trainer/ Contract CFO and more than 30 years as a college professor.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session

Pricing

Live Webinar:

Member price: $525.00 | Non member price $1050.00

On-Demand Webinar

Member price: $565.00 | Non member price $1130.00

Registration

Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

ConferenceEdge
1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

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